Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,162 | $67,602+33.4% | $82,312+9.5% | $70,126+28.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.71% | 21.57%-5.9pp | 25.88%-10.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $6,679 | $1,755+280.6% | $2,428+175.0% | $2,343+185.1% |
| Participant deferral / active EE | $2,898 | $2,987-3.0% | $3,706-21.8% | $3,332-13.0% |
| Admin fee / account holder | $2,137 | $4,512-52.6% | $5,608-61.9% | $4,645-54.0% |